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Fund Facts
  • Name of Fund:
    Kotak Special Opportunities
  • Opening:
    10th June 2024
  • Closing:
    24th June 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 100/- and any amount thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if units are redeemed/switched out in excess of 10% of the units purchased within 1 year from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in opportunities presented by Special
Situations such as Company Specific Event/Developments, Corporate Restructuring, Government Policy change and/or Regulatory changes, Technology led Disruption/ Innovation or companies going through temporary but unique challenges and other similar instances.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Devender Singhal, Arjun Khanna

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
Franklin India Opportunities Fund 34.32(6M) 78.34(1Y)
Union Innovation & Opportunities Fund 23.08(6M) Not Available

Fund Prognosis

Idea Distiller

Finding chinks, structural or time bound is where the fund will find itself.

  • Fund House AAUM:

  • Rs 38400733.76 Lakhs(as on 31st March, 2024)

  • Fund Manager:

  • Combined experience of above 22 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Frankly I am not a fan of the "special opportunities" category.